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Vishria Bird Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Vishria Bird Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$563K Buy
920
+140
+18% +$82.5K 0.11% 63
2025
Q2 		$443K Buy
780
+231
+42% +$121K 0.15% 60
2025
Q1 		$282K Hold
549
– – 0.1% 75
2024
Q4 		$296K Hold
549
– – 0.1% 69
2024
Q3 		$290K Buy
+549
New +$279K 0.11% 72

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vishria Bird Financial Group's VOO Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q3 2025, buying an estimated $82.5K and bringing the position to 920 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #63.

Vishria Bird Financial Group first reported a position in VOO in Q3 2024 and has held it in 5 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Vishria Bird Financial Group held 920 shares of Vanguard S&P 500 ETF worth $563K as of Q3 2025.
  • Vishria Bird Financial Group bought 140 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $82.5K.
  • Vanguard S&P 500 ETF made up 0.11% of Vishria Bird Financial Group's portfolio in Q3 2025, its #63 holding.
  • Vishria Bird Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.